-8.5%
BX vs SSNC
-3.9%
-4.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.9% | +7.1% |
| 7D | +8.3% | -1.1% | +9.4% | +8.9% |
| 30D | +13.5% | +0.6% | +12.9% | +12.8% |
| 3M | -7.6% | -1.5% | -6.1% | -7.1% |
| 6M | +4.0% | +15.8% | -11.8% | -3.9% |
| YTD | -15.2% | -8.0% | -7.2% | -12.5% |
| 1Y | -8.5% | -5.8% | -2.6% | -7.0% |
| All | -8.5% | -3.9% | -4.5% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling